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Exceptional Delusion
The seminal week begins... On Thursday last week Trump was named Time's Person Of The Year and he rang the opening bell at the NYSE. Two...
Dec 16, 20242 min read

Never Go FULL CASINO
There are rarely times in markets when one can say with absolute conviction that this is going to end extraordinarily badly, with 100%...
Dec 6, 20243 min read

The Big Bang Theory
Cycle overbought stock market Record leveraged speculation Record U.S. stock inflows Global Trade War / EM currency implosion Fed / BOJ...
Dec 5, 20242 min read

Black Friday
For those who don't recall the etymology of "Black Friday", historically it was the day of the year when retailers finally turned a...
Nov 29, 20242 min read

Party Like It's 1929
The exact same data points that bulls are calling bullish, I call bearish. We've reached the point at which the bull case and the bear...
Nov 24, 20243 min read

The Apex of Artificial Intelligence.
Where to begin. A duct taped banana just sold for $6.2 million at auction: "At one point another artist took the banana off the wall and...
Nov 21, 20243 min read

ALL IN Trump Casino
In my last blog post last Tuesday I posited that we may have seen the last rate cut for this cycle - That the combination of fiscal...
Nov 17, 20243 min read

The Biggest Speculative Bubble In History
Over the past twenty years markets have been systematically hijacked by sociopaths in Silicon Valley and on Wall Street. Now, investors...
Nov 12, 20242 min read

The Crack High Boom and Bust
Investors are gorging on a lethal overdose of monetary and fiscal stimulus heroin. Trump and Powell are on a collision course, unless...
Nov 7, 20242 min read

ALL IN CRAZY
"Trump, who has been the target of two assassination attempts since July, shared his appreciation for a second presidency during his...
Nov 6, 20243 min read

Global Crash 2.0
There are many reasons why a second much larger crash is now impending. The primary reason is investor over-confidence as demonstrated by...
Oct 31, 20242 min read

Election Crash Plan
It appears this election is the locus of crash. The primary strategy is to remain sane and solvent during these trying times in which...
Oct 22, 20243 min read
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